Where are the $ amounts that show that the Fundamentals stack up?
I can see the REE Prices are very high, however i never read anything on this forum regarding actual $ profit and operating costs.
Supply and Demand equations dont mean anything if LYC is not going to make a strong % margin on its REE Sales.
Nobody on the forum seems to be discussing the actual numbers underpinning Revenue & Costs. All i can see is talk about supply/demand, Quotas, etc. These are important points but not at the expense of the margin that LYC can expect ot receive for their product.
I'm not downramping. I'm very interested in buying into LYC and was hoping that more educated LYC investors can enlighten me on the companies prospects in more detail.
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